United Advisor Group, LLC Reduced Holdings in Q4 2024

United Advisor Group, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDHY
Fidelity Covington Trust High

ETFs
-1.57K
- 22.59%
$48.24 - $49.25 $75.8K - $77.4K
5.38K $259K
MUB
Ishares National Muni Bond ETF

ETFs
-651
- 14.43%
$105.78 - $108.7 $68.9K - $70.8K
3.86K $411K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.32K
- 12.22%
$42.79 - $44.9 $56.7K - $59.4K
9.51K $408K
CGDV
Capital Group Divid Value ETF

ETFs
-1.82K
- 19.09%
$35.16 - $37.12 $64.1K - $67.7K
7.73K $272K
IEMG
Ishares Inc

ETFs
-1.35K
- 9.84%
N/A
12.4K $663K
IVE
Ishares S&P 500 Value ETF

ETFs
-66
- 0.76%
$189.5 - $206.17 $12.5K - $13.6K
8.62K $1.65M
IVV
Ishares Core S&P 500 ETF

ETFs
-197
- 4.62%
$570.51 - $610.59 $112K - $120K
4.07K $2.39M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.19K
- 10.77%
$30.48 - $34.2 $36.3K - $40.7K
9.86K $300K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-15K
- 9.25%
$7.8 - $9.54 $117K - $144K
148K $1.28M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-862
- 2.79%
$17.44 - $19.38 $15K - $16.7K
30K $532K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-629
- 9.74%
$77.02 - $78.58 $48.4K - $49.4K
5.83K $450K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-1.12K
- 12.18%
$28.71 - $31.34 $32K - $35K
8.04K $231K
ABT
Abbott Laboratories

Healthcare
-471
- 17.77%
$111.93 - $119.39 $52.7K - $56.2K
2.18K $246K
DSL
Double Line Income Solutions Fund

Financial Services
-2.74K
- 5.91%
$12.32 - $13.0 $33.7K - $35.6K
43.6K $547K
MMM
3 M CO

Industrials
-35
- 0.54%
$124.74 - $137.12 $4.37K - $4.8K
6.42K $828K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-254
- 12.56%
$174.22 - $187.62 $44.3K - $47.7K
1.77K $309K
DGRO
Ishares Core Dividend Growth E

ETFs
-698
- 13.06%
$60.73 - $64.94 $42.4K - $45.3K
4.65K $285K
IBM
International Business Machines Corp

Technology
-185
- 3.16%
$204.9 - $238.04 $37.9K - $44K
5.67K $1.25M
EMDV
Proshares Tr Msci Emerging Mkt

ETFs
-456
- 8.05%
$42.79 - $51.14 $19.5K - $23.3K
5.21K $222K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-298
- 4.57%
$34.21 - $38.73 $10.2K - $11.5K
6.22K $212K
RC
Ready Capital Corp

Real Estate
-4K
- 20.25%
$6.71 - $7.57 $26.8K - $30.3K
15.8K $107K
VTI
Vanguard Total Stock Market Et

ETFs
-256
- 5.14%
$280.04 - $302.45 $71.7K - $77.4K
4.73K $1.37M
PDI
Pimco Dynamic Income Fund

Financial Services
-357
- 2.24%
$18.33 - $20.85 $6.54K - $7.44K
15.6K $285K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-38
- 1.44%
$131.66 - $144.0 $5K - $5.47K
2.59K $342K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-474
- 4.57%
$61.68 - $67.87 $29.2K - $32.2K
9.91K $617K
XLK
Technology Sector Spdr

ETFs
-332
- 4.29%
$220.26 - $241.44 $73.1K - $80.2K
7.41K $1.72M
BOND
Pimco Active Bond Exchange Tra

ETFs
-53
- 1.43%
$90.42 - $94.5 $4.79K - $5.01K
3.66K $330K
ORCC
Owl Rock Capital Corp

Financial Services
-1.34K
- 4.77%
N/A
26.9K $359K
VB
Vanguard Small Cap ETF

ETFs
-96
- 5.13%
$233.76 - $261.58 $22.4K - $25.1K
1.78K $426K
VO
Vanguard Mid Cap ETF

ETFs
-73
- 6.85%
$261.5 - $284.63 $19.1K - $20.8K
992 $262K
VGT
Vanguard Information Technolog

ETFs
-81
- 8.88%
$571.78 - $647.97 $46.3K - $52.5K
831 $516K
COP
Conocophillips

Energy
-31
- 1.26%
$95.12 - $114.72 $2.95K - $3.56K
2.42K $240K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-1.12K
- 10.06%
$35.84 - $41.12 $40.2K - $46.1K
10K $386K
CION
Cion Investment Corp

Financial Services
-4
- 0.02%
$11.25 - $12.08 $45 - $48.3
26.5K $301K
GOOG
Alphabet Inc.

Communication Services
-670
- 13.65%
$163.08 - $198.16 $109K - $133K
4.24K $807K
ETSY
Etsy Inc

Consumer Cyclical
-28
- 0.71%
$47.48 - $61.61 $1.33K - $1.73K
3.94K $208K
SNPS
Synopsys Inc

Technology
-1
- 0.24%
$485.36 - $588.0 $485 - $588
415 $201K
FUBO
Fubo Tv Inc.

Communication Services
-5K
- 27.62%
$1.25 - $1.81 $6.25K - $9.05K
13.1K $16K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-314
- 2.67%
$32.51 - $34.98 $10.2K - $11K
11.4K $378K
MO
Altria Group, Inc.

Consumer Defensive
-821
- 2.98%
$49.06 - $57.74 $40.3K - $47.4K
26.7K $1.4M
HYD
Vaneck High Yield Muni ETF

ETFs
-36
- 0.78%
$51.09 - $53.06 $1.84K - $1.91K
4.57K $237K
TMUS
T Mobile Us, Inc.

Communication Services
-130
- 7.04%
$206.1 - $246.94 $26.8K - $32.1K
1.72K $378K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-4
- 0.04%
$34.25 - $37.94 $137 - $152
9.58K $348K
ILMN
Illumina, Inc.

Healthcare
-62
- 2.9%
$128.99 - $155.15 $8K - $9.62K
2.07K $277K
Annaly Capital Management In
-730
- 1.24%
N/A
58K $0
DE
Deere & CO

Industrials
-9
- 1.62%
$389.45 - $466.0 $3.51K - $4.19K
546 $231K
JUCY
ETF Ser Solutions Aptus Enhanc
-23.3K
- 15.79%
N/A
124K $0
TROW
Price T Rowe Group Inc

Financial Services
-73
- 3.35%
$106.48 - $124.69 $7.77K - $9.1K
2.11K $238K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-54
- 0.62%
$50.07 - $52.35 $2.7K - $2.83K
8.61K $442K
Activity Summary
Buys All Purchases 236 New Holdings 61 Increased Positions 175 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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